Institutional Ownership Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM). We have compiled data on the 2,453 institutions that hold shares in the stock, with a total of 333 Million shares, which have been reported (via 13F filing form) to have a value of $75.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
137
shares
|
$30,927
0.01% of portfolio
|
Q1 2025
Added 120.97%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
134
shares
|
$30,250
0.02% of portfolio
|
Q1 2025
Added 857.14%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
133
shares
|
$30,024
0.0% of portfolio
|
Q4 2024
Added 30.39%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
130
shares
|
$29,347
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
127
shares
|
$28,670
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
125
shares
|
$28,218
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
125
shares
|
$28,218
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
125
shares
|
$28,218
0.01% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
125
shares
|
$28,218
0.01% of portfolio
|
Q1 2025
Reduced 21.88%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Apr 17, 2025 Q1 2025 |
123
shares
|
$27,767
0.01% of portfolio
|
Q3 2024
Reduced 20.65%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
122
shares
|
$27,541
0.01% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
122
shares
|
$27,541
0.02% of portfolio
|
Q1 2025
Reduced 61.88%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
120
shares
|
$27,090
0.01% of portfolio
|
Q1 2025
Added 69.01%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
120
shares
|
$27,090
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
118
shares
|
$26,638
0.01% of portfolio
|
Q2 2025
Reduced 49.57%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
118
shares
|
$26,638
0.01% of portfolio
|
Q1 2025
Added 126.92%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
116
shares
|
$26,187
0.01% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
115
shares
|
$25,961
0.01% of portfolio
|
Q3 2023
Added 91.67%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
113
shares
|
$25,509
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
111
shares
|
$25,058
0.02% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
110
shares
|
$24,832
0.02% of portfolio
|
Q1 2025
Added 18.28%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
105
shares
|
$23,703
0.01% of portfolio
|
Q3 2023
Reduced 59.77%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
103
shares
|
$23,252
0.01% of portfolio
|
Q3 2024
Added 94.34%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$22,575
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
100
shares
|
$22,575
0.0% of portfolio
|
Q4 2022
Reduced 20.63%
|